PSFS Offering - Batches: How to post contributions and offerings to a batch

How to post contributions and offerings to a batch

Bring_up_posting.png

 

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If you are using Internet Explorer, the Enter key behaves like the Tab key. That is, you can press the Enter key to move from field to field in the form, and then finally move to the Save button where pressing Save enables you to post the contribution.

 

If you are using Firefox, Chrome, or Safari, the Enter key does not behave like a Tab key.  In those browsers, you must press the Tab key to move from field to field in the form, and then click Save to post the contribution.

 

Posting by Envelope Number

If you know the donor's envelope number, use the following procedure to post the contribution.

  1. Click Posting. Select  Detailed Posting.
    • The cursor is positioned in the Env # field (in the Posting section)
  2. If the correct information is not already present under Default Posting Data, Select the Batch, Fund, and Payment Type. Also, under Posting Options set Input By to Envelope Number.
    Default_Posting_Data.png
    • The application "remembers" the filter settings from your last posting session. 
  3. You are now ready to post a contribution to the batch. Complete the following:
    Posting_Post-Preview.png
    Note: In supported browsers, you can use the Tab key or the Enter key to advance the cursor from one entry field to the next. See the note under the Navigation section for details.
    • Type the family's envelope number in the Env # field.
    • Tab to the Amount field.
    • Verify that you selected the correct donor by checking the donor information in the Post to Preview section on the right.
    • In the Amount field, type the dollar amount of the contribution.
    • In the Check Number field, type the check number.
    • For thorough record-keeping, note any details about the contribution in the Memo section.
    • Click Save to post the payment.
  4. Repeat Step 3 for each contribution you are posting in the batch.

    If you are doing high-volume data entry, use the information in the Last Contribution Posted section at the bottom of the page to keep track of where you are in your stack of contributions to be posted.

 

Posting by Name or Family DUID

  1. Click Posting. Select Detailed Posting to display the Detailed Contributions Posting page.
    • The cursor is positioned in the Post To field (in the Posting section). 
  2. If the correct information is not already present under Default Posting Data, Select the Batch, Fund, and Payment Type. Also, under Posting Options set Input By to Name.
    dafault_posting_data_by_name.png
    • The application "remembers" the filter settings from your last posting session. 
  3. You are now ready to post contributions to the batch. Complete the following:
    add_posting_by_name.png
    Note: In supported browsers, you can use the Tab key or the Enter key to advance the cursor from one entry field to the next. See the note under the Navigation section for details.
    • (optional) Select a posting date then tab to the Post To field. (The date picker defaults to the previous date selected.)
    • In the Post To field, type the last name or Family DUID. Select the donor from the Post To list.
      • If the donor has a pledge associated with the fund, the pledge number is displayed in the Pledge list. The cursor advances to the Amount field.
    • In the Amount field, type the dollar amount of the payment.
    • For thorough record-keeping, in the Memo section, record any details about the contribution.
    • Click Save to post the payment.
  4. Repeat Step 3 for each contribution you are posting in the batch.

The dollar amount in the Balance field and the Transaction Count value automatically update each time you post a payment to the batch. The balance amount declines, as shown in the following illustration:

If you are doing high-volume data entry, use the information in the Last Contribution Posted section at the bottom of the page to keep track of where you are in your stack of contributions to be posted.


Related Articles

How to find a batch that isn't showing

How to view all of the contributions in a batch

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